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Technology

Technology

Is it time to break the taboo?

The technological revolution for IFAs, if we can call it such, has been running much longer in the back office than the front, indeed a good rule of thumb in our market is the further you go from the client experience, the more you will find technology....

clock 09 January 2008 •

Technology

Standard Life snares platform communications chief

Standard Life has moved to increase the profile of its wrap and fund supermarket operations by appointing Mark Polson communications head.

clock 08 January 2008 •

Technology

Standard Life adds Burdett/Potter range to platform

Standard Life has added Thames River's multi-manager range run by Gary Potter and Rob Burdett to its mutual funds platform FundZone.

clock 07 January 2008 •

Technology

New commission software 'essential' for IFAs after RDR

Financial advisers and brokers will need to introduce more sophisticated systems for managing commission payments in order to comply fully with the outcomes of the Retail Distribution Review (RDR), according to Callidus Software.

clock 03 January 2008 •

Technology

Capita launches distribution focused business

Capita has begun the New Year by launching a new integrated distribution business, Capita Wealth and Distribution Services (CWADS).

clock 02 January 2008 •

Technology

Six more snap up Nucleus stake

Nucleus has signed up a further six IFA firms to the adviser-owned wrap platform.

clock 07 December 2007 •

Technology

The Exchange and 1st update propositions

SOFTWARE providers The Exchange and 1st have announced further developments to their e-Valuation and e-Commission services.

clock 07 December 2007 •

Technology

Advisers demand end of paper commission statements

Nearly two thirds of advisers are willing to move entirely from paper to electronic commission communications in the future.

clock 05 December 2007 •

Technology

Exweb transactions up 50pc in '07

THE Exchange has announced that business transactions via its Exweb adviser portal have increased by over 50pc, from 170,148 to 256,880, in the 12 months to the end of October.

clock 04 December 2007 •

Technology

'Outdated' wraps face outsourcing challenge

Outsourced investment solutions will eventually overtake "outdated" wrap propositions, Parmenion Capital Partners claims.

clock 03 December 2007 •
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